The ongoing crisis in West Asia has been a significant concern for India for over three weeks, with escalating tensions affecting not only the region but also Indian citizens living and working abroad. As the conflict unfolds, Prime Minister Narendra Modi has been actively engaging with leaders from Gulf countries, Iran, Israel, and the United States to address the situation and its implications for India.

On several occasions, PM Modi has highlighted the urgency of the crisis, stating, “The whole world is urging all parties for the earliest possible resolution of this crisis.” This sentiment reflects India’s deep-rooted interests in the region, where nearly one crore Indians reside and work, particularly in Gulf nations that are directly impacted by the conflict.

As the situation deteriorated, the Indian government took proactive measures to ensure the safety of its citizens. More than 3,75,000 Indians have safely returned to India since the onset of the war, showcasing the government’s commitment to protecting its people abroad. To further assist those still in the region, the government established 24/7 control rooms and emergency helplines, providing crucial support during these turbulent times.

In addition to humanitarian efforts, PM Modi has emphasized the importance of India’s energy security amidst the crisis. India boasts a Strategic Petroleum Reserve of over 53 lakh metric tonnes, which is vital for maintaining stability in energy supplies. Furthermore, the country has expanded its energy import sources from 27 to 41 countries over the past 11 years, enhancing its resilience against global supply chain disruptions.

As part of the broader strategy, PM Modi has also raised concerns regarding the reopening of the Strait of Hormuz, a critical maritime route for oil transportation. He stated, “India has raised the issue of de-escalation and the reopening of the Strait of Hormuz,” indicating the government’s proactive stance in international discussions surrounding the conflict.

In light of the ongoing situation, the Central Board of Secondary Education (CBSE) has canceled the scheduled Class 10th and 12th examinations in Indian schools located in Gulf countries, reflecting the immediate impact of the conflict on education and daily life for Indian expatriates.

Amid these challenges, India continues to monitor global developments closely to protect consumer and industry interests. PM Modi noted, “Continuous efforts are also underway to determine how we can overcome the disruptions that have occurred in the supply chain.” This highlights the government’s commitment to addressing the economic ramifications of the conflict.

As the situation evolves, the implications of the West Asia conflict remain significant for India, given its extensive trade relations with the affected countries and the large Indian diaspora in the region. The government’s response, led by PM Modi, underscores the importance of a united voice from India’s Parliament on this crisis, as articulated by the Prime Minister himself: “India’s concerns are naturally greater, and therefore it is essential that a united and unanimous voice goes out to the world from India’s Parliament on this crisis.”

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As of March 11, 2026, the petrol price in Chennai stands at ₹100.80 per litre, while diesel is priced at ₹92.39 per litre. These figures reflect the ongoing trends in fuel pricing across India, which are heavily influenced by global crude oil prices and local taxation policies.

Immediate Circumstances

The recent escalation in the West Asia conflict has raised concerns among consumers about potential shortages and price hikes. However, government sources have indicated that petrol and diesel prices will remain unchanged for the foreseeable future. They emphasized that India has sufficient fuel reserves and supply arrangements to meet domestic demand.

India imports nearly 90% of its crude oil requirements, which makes the country particularly sensitive to fluctuations in global oil prices. Currently, the crude oil price is around $90 per barrel. Experts suggest that petrol and diesel prices in India are unlikely to increase unless crude oil prices exceed $130 per barrel. This threshold is critical for determining future pricing strategies in the fuel market.

Government Assurance

In light of the current geopolitical climate, government officials have reassured the public that there is no immediate threat to fuel availability. “Petrol and Diesel prices are unlikely to increase as we have enough stock,” stated a government source. This assurance is crucial for consumers who have expressed concerns about potential shortages.

Public Sentiment

The petrol price in Bengaluru has surged to ₹102.92 per litre as of March 11, 2026. This increase reflects broader concerns regarding fuel supply amid ongoing geopolitical tensions, particularly the conflict in West Asia.

Despite the rise in petrol prices, diesel remains relatively lower at ₹88.99 per litre. However, the stability of these prices is uncertain, as international crude oil prices hover around $90 per barrel, which could influence future pricing.

Supply Chain Stability

Government sources have confirmed that there is currently no shortage of petrol or diesel at fuel pumps across the country. This assurance comes as a relief to consumers, but concerns linger over potential disruptions in the supply chain.

Dhruv Ruparel, a local fuel distributor, noted, “There is a shortage of LPG, and people are speculating that there’s a shortage of petrol and diesel as well.” This statement highlights the anxiety among consumers regarding fuel availability.

Impact on Auto Services

In Bengaluru, many auto rickshaws operate on LPG, which is currently priced at nearly ₹79 per litre. The ongoing conflict in West Asia has raised alarms among auto drivers about potential LPG shortages, which could severely impact transportation services in the city.

T.M. Rudramurthy, an auto driver, expressed concerns, stating, “If the supply chain is affected due to the ongoing conflict in West Asia, it will directly impact auto services across the city.” This sentiment reflects the broader apprehension within the transportation sector.

Future Developments

While there is no immediate shortage of petrol and diesel, experts warn that delays in supply from distributors could quickly lead to fuel scarcity. Prasanath Kumar, a fuel analyst, remarked, “While there is no immediate shortage, delays in supply from distributors could quickly lead to fuel scarcity.” This statement underscores the fragility of the current situation.

As the situation evolves, consumers and industry stakeholders alike are advised to stay informed about potential changes in fuel availability and pricing. Details remain unconfirmed regarding how the geopolitical climate may further affect local fuel markets.

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On March 9, 2026, the Central Government of India took a significant step in managing the country’s natural gas supply by issuing the Natural Gas (Supply Regulation) Order, 2026. This order, enacted under the Essential Commodities Act of 1955, comes in response to ongoing disruptions in global fuel supply chains, particularly those stemming from the conflict in West Asia, which has severely impacted liquefied natural gas (LNG) shipments.

Context of the Regulation

The ongoing conflict in West Asia has disrupted global fuel supply chains, affecting India’s LPG imports. As a result, the government has prioritized the supply of liquefied petroleum gas (LPG) for households to ensure energy security for its citizens. The situation has compelled suppliers to invoke force majeure and redirect gas supplies to priority sectors, highlighting the urgency of the new regulation.

Details of the Regulation

The Natural Gas (Supply Regulation) Order categorizes gas consumers into four priority sectors. Priority Sector I includes domestic piped natural gas (PNG), compressed natural gas (CNG), LPG production, and essential pipeline operational needs, which will receive 100% of their average gas consumption. Priority Sector II covers fertilizer plants, which will receive 70% of their average gas consumption, while Priority Sectors III and IV, which include tea industries and other industrial consumers connected to the national gas grid, will receive 80% of their average consumption.

Impact on Non-Priority Sectors

To accommodate the needs of these priority sectors, gas supplies may be curtailed from non-priority sectors. Oil refineries have been directed to reduce their gas consumption to approximately 65% of their average over the past six months. This directive underscores the government’s commitment to ensuring that essential services and industries have the necessary gas supply to operate effectively during this crisis.

Management and Oversight

GAIL, the state-owned gas company, has been tasked with managing the diversion and redistribution of natural gas under this new order. All entities involved in the natural gas sector, including major players like ONGC, Reliance Industries Limited, Oil India Limited, and Vedanta Limited, are required to furnish detailed information regarding production, imports, stocks, allocation, and consumption to the Petroleum Planning and Analysis Cell.

Significance of the Order

This regulation is crucial for maintaining stability in India’s energy landscape amid the uncertainties of the global market. The government’s prioritization of LPG supply for households and essential non-domestic sectors, such as hospitals and educational institutions, reflects a strategic approach to safeguarding energy security during challenging times.

As the situation continues to evolve, the implications of the Natural Gas (Supply Regulation) Order, 2026, will be closely monitored by stakeholders across the energy sector. The order aims to ensure equitable distribution of gas after LNG shipment disruptions, highlighting the importance of regulatory measures in times of crisis. Details remain unconfirmed regarding the long-term impacts of this regulation on the broader energy market.

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Indian families are facing an acute cooking gas shortage as the ongoing conflict in West Asia disrupts supply chains. India, the world’s second-largest buyer of liquefied petroleum gas (LPG), sources over 90% of its supplies from the Middle East, making it highly vulnerable to geopolitical tensions.

In the fiscal year 2024-25, India consumed 31.3 million tonnes of LPG but only produced 12.8 million tonnes domestically. This heavy reliance on imports has led to significant challenges in maintaining supply levels, especially as the price of a 14.2kg domestic LPG cylinder has surged by Rs 60, now costing Rs 913 in Delhi.

The Ministry of Petroleum and Natural Gas has responded to the crisis by ordering all refineries to maximize LPG production for household cooking. Approximately 33 crore active LPG connections are at risk, as domestic cooking needs take precedence over commercial requirements, according to the ministry’s emergency order.

Public sector oil marketing companies (OMCs) have locked in 2.2 million tonnes of imports from the US Gulf Coast for 2026, which accounts for about 10% of India’s annual LPG needs. However, the situation remains precarious as GAIL reported that its long-term supplier, Petronet LNG Limited, issued a force majeure notice, effectively reducing LNG allocations to zero.

About 54% of India’s total natural gas consumption is met through liquefied natural gas (LNG) imports, with a significant portion coming through the Strait of Hormuz. This dependency has made total price protection challenging, particularly as the crisis intensified last week when QatarEnergy declared a production stoppage for LNG and associated products, affecting one of India’s top suppliers.

GAIL is currently assessing the situation regarding potential supply curtailments that may need to be imposed on its downstream customers. The exact impact of the ongoing West Asia conflict on future gas supplies remains unclear, and the long-term viability of production at current spot prices is in question.

As the situation develops, observers are closely monitoring the implications for India’s energy security and household cooking needs. Details remain unconfirmed regarding how long these disruptions may last and what measures will be taken to stabilize the market.

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